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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,122 | $91,536-39.8% | $130,062-57.6% | $75,177-26.7% |
| Participation rate | 44.0% | 71.5%-27.5pp | 78.5%-34.5pp | 67.2%-23.2pp |
| Annual return | 17.65% | -631.62%+649.3pp | -137.37%+155.0pp | 160.75%-143.1pp |
| Employer contribution / active EE | $366 | $2,845-87.1% | $4,322-91.5% | $2,671-86.3% |
| Participant deferral / active EE | $2,054 | $4,343-52.7% | $5,821-64.7% | $4,126-50.2% |
| Admin fee / account holder | $14,528 | $6,780+114.3% | $10,601+37.1% | $5,651+157.1% |